Job Category:

Job description:

Senior Paraplanner - Moneywise Global

About the OpportunityIn joining this established and dynamic organisation as a Team Leader/Senior Paraplanner, located in North Sydney you'll be part of a team working closely with financial advisers to help our clients' manage their wealth.

Formulation of quality Statements of Advice and liaising with financial institutions, Advisers and clients

Responsible for mentoring, inspiring and empowering a team of paraplanners

Supporting and building of internal systems, procedures and technical expertise of the team

In-house training programs as well as support for ongoing training and further study

About You:

Minimum Advanced Diploma in Financial Planning as well as 3 years experience as a Paraplanner

Demonstrated leadership skills by having a clear vision, showing empathy and being a strong mentor

Ability to build and foster long term relationships with key stakeholders, Advisers and clients

Driven toward your goals and forge a career with this exciting, progressive organisation

Ability to utilise your business acumen to nurture and grow the business

A genuine opportunity to advance your career with a global industry leader.

About the companyMoneywise Global was established 21 years ago to help Flight Centre Travel Group staff achieve financial freedom as part of the organisation’s key philosophy that all their staff be “healthy, wealthy and wise”.

Moneywise Global has since evolved into a fully featured financial services provider delivering first class Financial Advice, Mortgage Broking and Tax Services. Currently operates in 5 countries, across 12 offices with over 70 staff globally with ambitious growth plans including the growth of the Financial Advice business to support more corporate organisations.

Take the next step in your career with a company that’s focused on helping thousands of people to ‘live their best life’. Apply Now!